How to Make a Great Solution with an Agile Approach

In order to understand our customer’s demands and requests, we need to understand the fast-changing markets and the need for fast information flow. Since “cheap” is rarely going to be in the same sentence with “great”, we decided to focus on an amazing solution done in time – with an agile approach.

WooCommerce & M-Files integration

WooCommerce is a free WordPress plugin for e-commerce. It provides advanced on-line store management for physical, digital, and even subscription-based products in a clean and easy-to-understand package. Integration with M-Files is pretty straightforward using Azure integration stack, for example Logic Apps (check out our connector for Logic Apps and M-Files).

woocommerce mfiles integration


The communication between WooCommerce and M-Files starts when an order is placed. That’s when the two systems exchange data based on business process state, as described in this use case.

WooCommerce & M-Files real life use cases

Customer is using WooCommerce as an on-line store for offering workshops and similar services. M-Files has operating purpose for managing Workshops – Scheduling, People, E-mails, Invoices, Taxes, etc.


woocommerce & m-files integration use case


When an order is placed, WooCommerce sends all information to M-Files. If there are available slots, M-Files opens a new Workshop, adds the client to the waiting list or automatically rejects the client if there are no available slots or future workshops. It’s based on a business rules of specific Workshop. M-Files will inform the customer whether they are accepted, added to the waiting list or rejected.

When an order is accepted by M-Files, information is passed to WooCommerce and payment gateway to accept payment. Payment gateway, after successful payment, sends information to M-Files and then M-Files sends receipt to customer.

Workshop is automatically scheduled and created in M-Files.


Conclusion

With M-Files you can solve almost every business challenge and WooCommerce M-Files integration brings a new perspective in the information management field. Let’s talk!

How to integrate MS Project with M-Files (using Aspose.Task)

For one of our customers, a pharmaceutical company in Central Europe, we are implementing M-Files as a main solution for managing projects and project documentation. M-Files has great flexibility when it comes to design and implementation of various objects. Therefore, it is easily adaptable for a diverse range of implementations from Invoice Processing, HR, CRM to Project Management.

Our customer needs functionalities that are, more or less, part of every project management solution:

  • Project Management
  • Phase and Milestone Management
  • Project Finance
  • Project Documents
  • Task and Resource Planning

Even though M-Files has GANTT Chart View which serves as a great way for project managers to manage resources and track project plans, our pharma customer and users within the company are used to working with Microsoft Project. Our customer’s project managers would like to continue planning with Microsoft Project.

In order to support both planning within M-Files and Microsoft Project, we have to develop our own solution which will do a two-way integration. The main goal is to support high-level project management planning within M-Files and then use Microsoft Project client for detailed resource planning.

Integrating M-Files with Microsoft Project

After a detailed analysis of requirements and possible solutions, we decided to create .MPP (Microsoft Project file) for every project in M-Files. This solution would allow project managers to have .MPP file that is always accurate with data from M-Files. On each project change we have to update document in order to have accurate data within .MPP file. Moreover, we need to do an update on everything changed from within Microsoft Project as well as to create new objects in M-Files.

Aspose.Task for managing .MPP

In order to achieve these functionalities, we decided to use Aspose.Task. Apsose.Task is a library that contains a set of different actions that allows you to work with MS Project File. Creation of a new task is simple as:

Task task = project.RootTask.Children.Add("Task 1"); Task subtask = task.Children.Add("Task 1.1");

Every time a user makes some changes in the .MPP file, we will read all available MS Project objects (tasks, phases, resources, etc.) and match them with our current situation in M-Files.

foreach (var task in project.RootTask.SelectAllChildTasks()) { // Update task }

The usage of Aspose is amazingly straightforward. It allows you to read, write and manipulate Microsoft Project documents without any Microsoft Project dependencies. Basically, any action that you can use in MS Project is supported within library. You can do whatever manipulation you would like (create new project, handle resources, manage assignments, sort tasks, work with custom properties, etc.).

As a partner that develops M-Files add-ons, it is great to have the Aspose.Task library. We will continue to develop this MS Project M-Files  integration, because we do believe that many partners and M-Files customers would find it useful for their Project Management solutions.

Do you have a business problem you don’t know how to solve? Let’s talk about your business needs and goals and how to achieve them efficiently and quickly.

How to Automate HR Employee Management

This is a series of blog posts by Unitfly in which we are describing stories of Digital Transformation – stories about improving business using the power of technology. Have in mind that in these articles, we are not referring to any of our specific clients – these are examples how we see the potential of technology in business context. Today we talk about Human resources automation.

Human resources departments spend most of their time on administration, instead on what should be at the core of their business – employees. M-Files provides complete automation of human resources processes from hiring to managing each employee.

What is the current situation?

The customer is a flight agency with more than 1000 people in their division. They are using a legacy HR application where they keep all the records of their employees. Current HR application stores all the data in the relational database (they are using Oracle database).

Moreover, all documents are stored on a file share and these documents are referenced in the HR application. The customer is also using Microsoft Active Directory, a solution for rights delegation, managing sign-on and defining and representing hierarchy.

Time consuming manual updating and searching for documents

HR department is simply spending too much time on manual updates of data and documents. Since they don’t have everything needed for their tasks, they often have issues with finding the right information and documents.

All mentioned would not be a huge problem for HR department if they had plenty of time to waste. Manual updates in several places are very time-consuming. By spending time on administration, HR department cannot focus on what should be their core business – their employees.

Ineffective HR department results with a whole set of different issues throughout the company.

What does the client need?

The customer understands that they need improvements and modernization of current HR application and they want to invest in a solution which can satisfy these needs in long-term:

  • Central system with all employee information and related documents
  • Solution for automation of their human resources processes in order to better track individual employee
  • “Smooth” integration with existing solutions.
  • Solution which will perfectly work within their network and existing security solutions

M-Files document management system – solution for human resources automation

process of human resources automation

Having the customer’s goals in mind, we proposed the M-Files platform as a central system for HR processes and document management system. M-Files provides easy-to-use solution and complete automation of human resources processes from hiring to managing each employee.

In order to connect all existing systems with M-Files we decided to use Microsoft BizTalk which allowed us to connect to the existing database, file share and configure everything within existing corporate network.

Results of the implementation of M-Files

After the successful implementation of HR processes within the department using our solution, employees in the HR department finally have everything organized and easily accessible, therefore, they are spending less time on administration and more time with the employees.

On corporate level, company is finally improving their employee performance, as HR is providing care and tracking of employees on the individual level.

Implemented solution does not only impact HR. Effective HR department led to a better employee satisfaction, which, consequently, created a more efficient company and increased customer’s satisfaction. Moreover, implemented solution allows us as a provider and client to continue working on further improvements in other departments, in order to digitally transform the whole company.

What do you think of this example? Leave us a comment about your thoughts of digital transformation in HR.

Do you think your company would benefit from this solution?

How to Manage your Travel Orders

This is a series of blog posts by Unitfly in which we are describing stories of Digital Transformation – stories about improving business using the power of technology. Have in mind that in these articles, we are not referring to any of our specific clients – these are examples of how we see the potential of technology in business context. Today, it’s about managing travel orders through automation.

Read on to see how M-Files solves the challenges of manual handling of documents, in this case, travel orders and invoices with document management and digitalization.

What is current situation?

The customer is an intermediary company with more than 300 employees where at least half of them are commercial travelers. They are generating around 50 – 100 travel orders per day, so keeping records and logistic is very challenging. To get from point A to a point B in logistic terms employee has a few steps to go through before actually going on the road.

graphic representation of travel orders process

Customer has solved almost every manual step in their process using BizTalk integration solution where they also connected all the systems needed for travel orders process.

Huge number of documents piling up

Employee satisfaction and productivity has increased with the implementation of BizTalk, and now the only thing to do manually is to create a request in travel orders application. With one part solved we still have problems with managing travel orders, a situation that could potentially give the finance department lots of headache.

Finance department has to deal with a big number of travel order documents (.pdf-s) that are arriving on a daily basis. Also, there is a huge number of additional receipts and documentation for each travel order. Papers pile up.

What does the client need?

The customer needs to digitally archive all the travel orders (.pdf-s) that are sent through BizTalk to the finance department. They also need a place where they can digitally save all the receipts and documentation of each travel order.

M-Files for document management and digitalization process

Knowing what customers need, we have proposed the M-Files platform for document management and digitalization process. The missing piece was a connection between BizTalk and M-Files, so customer purchased BizTalk M-Files adapter.

At the end, the integration process was set up to send data to two asynchronous systems:

  • to M-Files, where .pdf is pushed with all their available metadata
  • to financial system, where cost logic is done

Effortless processes and satisfied employees

After a successful implementation of the travel order process, employees are more satisfied. Finance department got all travel orders and all documentation digitalized in one place. Travel orders are searchable, easily accessed so that employee can effortlessly go through travel orders process. Employees can even scan their receipts and required documentation and upload or send to the finance department by email.

Implemented solution significantly reduced employees’ completion time for travel order process. It’s not only that company “saves” money, but the company has more focused and relaxed employees for their ongoing work.

Are you interested in our solutions and details about technologies used in this use case?